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Current Account Relationship Manager

Fresher   Navi Mumbai, Mumbai CityMumbai City, Thane   04 Jun, 2026
Job LocationNavi Mumbai, Mumbai CityMumbai City, Thane
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking
Functional AreaPre-SalesSales / BD
EmploymentTypeFull-time

Job Description

    Key ResponsibilitiesPrimary Responsibilities
    • Drive CASA value build-up and acquire new clients as per branch targets.
    • Ensure effective client engagement to facilitate cross-selling of banking products.
    • Increase product holding per customer within the assigned portfolio.
    • Profile all engaged clients and present suitable banking solutions.
    • Promote digital onboarding and usage of services such as Mobile/Net Banking, Bill Pay, SIPs, Insurance, Investments, Retail and SME Loans.
    • Meet monthly operating plans to improve scorecard performance and decile rankings.
    • Coordinate with relationship managers to close business loans, working capital requirements, POS, CMS, and trade transactions generated through client engagement.
    • Ensure quick resolution of customer queries and complaints to meet Net Promoter Score (NPS) benchmarks.
    • Act as custodian of the branch vault, managing vault limits, cash, and non-cash transactions.
    • Ensure zero instances of cash shortage or excess at the teller counter.
    • Regularly update key registers and review branch reports such as EOD cash position, LTR, and instruments issued.
    • Monitor and reconcile dummy accounts, suspense accounts, deferred accounts, and accounts payable/receivable as per required formats.
    • Ensure strict adherence to bank policies and compliance standards.
    Secondary Responsibilities
    • Conduct audits and ensure compliance with internal and external regulations.
    • Deliver best-in-class customer service to become the primary banker for clients.
    What We Are Looking ForEducation
    • Graduate in any discipline.
    • Postgraduate in any field (preferred).
    Experience
    • Prior experience in branch banking or customer relationship roles is preferred.
    Skills and Attributes
    • Strong customer service and relationship management skills.
    • Ability to cross-sell banking products effectively.
    • High attention to detail and operational discipline.
    • Familiarity with banking systems and digital platforms.
    • Strong problem-solving abilities.
    • Commitment to compliance and ethical standards.
    • Fluent in English with strong business communication skills

Keyskills :
salesrelationship management

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